SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 634 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $13 | 0.0% | 192 | 0.0% | 0.01% | -16.7% |
Q4 2022 | $13 | -99.9% | 192 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $12,000 | 0.0% | 192 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $12,000 | -14.3% | 192 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $14,000 | +7.7% | 192 | 0.0% | 0.01% | +20.0% |
Q4 2021 | $13,000 | 0.0% | 192 | 0.0% | 0.01% | -16.7% |
Q3 2021 | $13,000 | -7.1% | 192 | -4.0% | 0.01% | -14.3% |
Q2 2021 | $14,000 | 0.0% | 200 | -4.8% | 0.01% | 0.0% |
Q1 2021 | $14,000 | +7.7% | 210 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $13,000 | +18.2% | 210 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $11,000 | 0.0% | 210 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $11,000 | +10.0% | 210 | -10.6% | 0.01% | 0.0% |
Q1 2020 | $10,000 | -28.6% | 235 | 0.0% | 0.01% | -20.0% |
Q4 2019 | $14,000 | +7.7% | 235 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $13,000 | 0.0% | 235 | 0.0% | 0.01% | -9.1% |
Q2 2019 | $13,000 | 0.0% | 235 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $13,000 | +8.3% | 235 | 0.0% | 0.01% | -8.3% |
Q4 2018 | $12,000 | – | 235 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Mokosak Advisory Group, LLC | 737,510 | $46,031,000 | 21.97% |
Northern Capital Management, Inc. | 295,778 | $18,462,000 | 17.97% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 643,350 | $40,158,000 | 15.76% |
Avantax Planning Partners, Inc. | 5,043,942 | $314,843,000 | 13.45% |
BALLAST ADVISORS LLC | 402,718 | $25,138,000 | 11.30% |
GenWealth Group, Inc. | 489,488 | $30,554,000 | 9.77% |
MATHER GROUP, LLC. | 6,813,154 | $425,277,000 | 9.71% |
Gemmer Asset Management LLC | 988,564 | $61,706,000 | 9.65% |
IVC Wealth Advisors LLC | 190,915 | $11,917,000 | 9.22% |
MARSHALL FINANCIAL GROUP INC /ADV | 315,297 | $19,681,000 | 8.94% |